Family Office Accountant - Tandym

A property management company in New York City is looking for an Accountant to join their Family Office team.

Responsibilities:

• Develop and maintain accurate financial statements, including balance sheets, income statements, cash flow statements, and other reports as required by the family office
• Monitor and track assets, liabilities, investments, and overall net worth of the family, ensuring accuracy and providing regular updates to stakeholders
• Maintain meticulous records of financial transactions, investment portfolios, real estate holdings, and other pertinent financial information
• Conduct detailed analysis of financial data, identify trends, and provide meaningful insights and recommendations to optimize the family's financial position
• Ensure compliance with accounting standards, tax regulations, and other legal requirements, collaborating with external auditors and tax professionals, as necessary
• Collaborate with Investment Advisors and Financial Planners to evaluate investment opportunities, analyze risks, and contribute to decision-making processes
• Continuously review and enhance accounting processes and procedures to streamline operations and improve efficiency within the family office
• Act as a liaison with family members, financial advisors, attorneys, and other stakeholders to communicate financial information effectively and assist in making informed financial decisions
• Perform other duties, as needed

Qualifications:

• 3+ years of Accounting experience working in a Family Office and/or similar environment
• Bachelor's Degree in Accounting, Finance, or a related field
• Focus on Net Worth Management and Financial Reporting
• Strong knowledge of Accounting principles, Financial Analysis, and Reporting standards
• Proficiency in Financial software and tools
• Microsoft Excel proficient
• Solid analytical and problem solving skills
• Great interpersonal skills
• Excellent communication skills (written and verbal)
• Strong attention to detail
• Highly organized